Sowell Financial Services LLC Q2 2025 Filing
Filed July 14, 2025
Portfolio Value
$2.5T
Holdings
1,040
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,040 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 403,635 | $82.8B | 3.37% | |
| 2 | MSFTMICROSOFT CORP | 153,384 | $76.3B | 3.11% | |
| 3 | NVDANVIDIA CORPORATION | 414,471 | $65.5B | 2.67% | |
| 4 | NDQINVESCO QQQ TR | 118,330 | $65.3B | 2.66% | |
| 5 | IVVISHARES TR | 86,193 | $53.5B | 2.18% | |
| 6 | AMZNAMAZON COM INC | 227,629 | $49.9B | 2.03% | |
| 7 | SPYSPDR S&P 500 ETF TR | 79,400 | $49.1B | 2.00% | |
| 8 | JAAAJANUS DETROIT STR TR | 640,521 | $32.5B | 1.32% | |
| 9 | WLDRTWO RDS SHARED TR | 916,820 | $30.5B | 1.24% | |
| 10 | QUALISHARES TR | 164,758 | $30.1B | 1.23% | |
| 11 | BRK/BBERKSHIRE HATHAWAY INC DEL | 56,347 | $27.4B | 1.11% | |
| 12 | METAMETA PLATFORMS INC | 33,327 | $24.6B | 1.00% | |
| 13 | BONDPIMCO ETF TR | 255,471 | $23.5B | 0.96% | |
| 14 | AVGOBROADCOM INC | 84,136 | $23.2B | 0.94% | |
| 15 | RWLCADVISORS INNER CIRCLE FD III | 642,744 | $23.1B | 0.94% | |
| 16 | JPMJPMORGAN CHASE & CO. | 74,287 | $21.5B | 0.88% | |
| 17 | COSTCOSTCO WHSL CORP NEW | 20,752 | $20.5B | 0.84% | |
| 18 | AGGISHARES TR | 204,498 | $20.3B | 0.83% | |
| 19 | MAMASTERCARD INCORPORATED | 33,909 | $19.1B | 0.78% | |
| 20 | AQLTISHARES TR | 225,067 | $18.8B | 0.77% | |
| 21 | GOOGLALPHABET INC | 99,139 | $17.5B | 0.71% | |
| 22 | SGOVISHARES TR | 166,392 | $16.8B | 0.68% | |
| 23 | PGHYINVESCO EXCH TRADED FD TR II | 827,259 | $16.4B | 0.67% | |
| 24 | NFLXNETFLIX INC | 12,023 | $16.1B | 0.66% | |
| 25 | VUGVANGUARD INDEX FDS | 33,691 | $14.8B | 0.60% | |
| 26 | WMTWALMART INC | 143,641 | $14.0B | 0.57% | |
| 27 | SMHVANECK ETF TRUST | 49,961 | $13.9B | 0.57% | |
| 28 | VVISA INC | 39,031 | $13.9B | 0.56% | |
| 29 | GOOGALPHABET INC | 74,403 | $13.2B | 0.54% | |
| 30 | XOMEXXON MOBIL CORP | 119,335 | $12.9B | 0.52% | |
| 31 | VTVVANGUARD INDEX FDS | 72,054 | $12.7B | 0.52% | |
| 32 | SPYMSPDR SERIES TRUST | 174,714 | $12.7B | 0.52% | |
| 33 | IAU*ISHARES GOLD TR | 201,779 | $12.6B | 0.51% | |
| 34 | VOOVANGUARD INDEX FDS | 22,044 | $12.5B | 0.51% | |
| 35 | IBMINTERNATIONAL BUSINESS MACHS | 40,166 | $11.8B | 0.48% | |
| 36 | IWFISHARES TR | 27,341 | $11.6B | 0.47% | |
| 37 | BACBANK AMERICA CORP | 243,523 | $11.5B | 0.47% | |
| 38 | ABBVABBVIE INC | 61,941 | $11.5B | 0.47% | |
| 39 | CVXCHEVRON CORP NEW | 79,699 | $11.4B | 0.46% | |
| 40 | TSLATESLA INC | 35,265 | $11.2B | 0.46% | |
| 41 | INCMFRANKLIN TEMPLETON ETF TR | 412,043 | $11.1B | 0.45% | |
| 42 | XMHQINVESCO EXCHANGE TRADED FD T | 112,386 | $11.0B | 0.45% | |
| 43 | KOCOCA COLA CO | 154,506 | $10.9B | 0.45% | |
| 44 | XLKSELECT SECTOR SPDR TR | 42,643 | $10.8B | 0.44% | |
| 45 | PLTRPALANTIR TECHNOLOGIES INC | 77,426 | $10.6B | 0.43% | |
| 46 | USMVISHARES TR | 112,009 | $10.5B | 0.43% | |
| 47 | SPLVINVESCO EXCH TRADED FD TR II | 143,357 | $10.4B | 0.43% | |
| 48 | GSLCGOLDMAN SACHS ETF TR | 82,114 | $10.0B | 0.41% | |
| 49 | IWMISHARES TR | 43,941 | $9.5B | 0.39% | |
| 50 | JNJJOHNSON & JOHNSON | 60,227 | $9.2B | 0.37% | |
| 51 | DFUSDIMENSIONAL ETF TRUST | 135,915 | $9.1B | 0.37% | |
| 52 | XLESELECT SECTOR SPDR TR | 105,248 | $8.9B | 0.36% | |
| 53 | WFCWELLS FARGO CO NEW | 110,493 | $8.9B | 0.36% | |
| 54 | OKEONEOK INC NEW | 108,266 | $8.8B | 0.36% | |
| 55 | DYNFBLACKROCK ETF TRUST | 161,422 | $8.8B | 0.36% | |
| 56 | 4I1PHILIP MORRIS INTL INC | 46,757 | $8.5B | 0.35% | |
| 57 | SBUXSTARBUCKS CORP | 90,736 | $8.3B | 0.34% | |
| 58 | IWPISHARES TR | 58,663 | $8.1B | 0.33% | |
| 59 | IEMGISHARES INC | 135,442 | $8.1B | 0.33% | |
| 60 | UPSUNITED PARCEL SERVICE INC | 80,509 | $8.1B | 0.33% | |
| 61 | VOVANGUARD INDEX FDS | 28,503 | $8.0B | 0.32% | |
| 62 | PHYS/USPROTT PHYSICAL GOLD TR | 308,088 | $7.8B | 0.32% | |
| 63 | DONSPDR DOW JONES INDL AVERAGE | 17,663 | $7.8B | 0.32% | |
| 64 | EQINCOLUMBIA ETF TR I | 172,004 | $7.7B | 0.32% | |
| 65 | FBCGFIDELITY COVINGTON TRUST | 157,832 | $7.6B | 0.31% | |
| 66 | BACVERIZON COMMUNICATIONS INC | 174,132 | $7.5B | 0.31% | |
| 67 | FBTCFIDELITY WISE ORIGIN BITCOIN | 80,141 | $7.5B | 0.31% | |
| 68 | CSCOCISCO SYS INC | 105,055 | $7.3B | 0.30% | |
| 69 | VCITVANGUARD SCOTTSDALE FDS | 87,326 | $7.2B | 0.29% | |
| 70 | BTZBLACKROCK CR ALLOCATION INCO | 661,541 | $7.2B | 0.29% | |
| 71 | FTLSFIRST TR EXCH TRADED FD III | 108,047 | $7.2B | 0.29% | |
| 72 | TAT&T INC | 246,540 | $7.1B | 0.29% | |
| 73 | MCDMCDONALDS CORP | 23,164 | $6.8B | 0.28% | |
| 74 | QQQMINVESCO EXCH TRADED FD TR II | 29,700 | $6.7B | 0.27% | |
| 75 | TLTISHARES TR | 74,449 | $6.6B | 0.27% | |
| 76 | DISDISNEY WALT CO | 52,974 | $6.6B | 0.27% | |
| 77 | SPOTSPOTIFY TECHNOLOGY S A | 8,534 | $6.5B | 0.27% | |
| 78 | JPSTJ P MORGAN EXCHANGE TRADED F | 128,670 | $6.5B | 0.27% | |
| 79 | DFAUDIMENSIONAL ETF TRUST | 151,782 | $6.4B | 0.26% | |
| 80 | XLFSELECT SECTOR SPDR TR | 120,996 | $6.3B | 0.26% | |
| 81 | HDHOME DEPOT INC | 17,281 | $6.3B | 0.26% | |
| 82 | VIGVANGUARD SPECIALIZED FUNDS | 30,484 | $6.2B | 0.25% | |
| 83 | IWDISHARES TR | 32,057 | $6.2B | 0.25% | |
| 84 | BABOEING CO | 29,638 | $6.2B | 0.25% | |
| 85 | BNDVANGUARD BD INDEX FDS | 84,312 | $6.2B | 0.25% | |
| 86 | MRKMERCK & CO INC | 77,879 | $6.2B | 0.25% | |
| 87 | BSXBOSTON SCIENTIFIC CORP | 56,352 | $6.1B | 0.25% | |
| 88 | VTIVANGUARD INDEX FDS | 19,858 | $6.0B | 0.25% | |
| 89 | ETENERGY TRANSFER L P | 331,290 | $6.0B | 0.24% | |
| 90 | JEPIJ P MORGAN EXCHANGE TRADED F | 104,688 | $6.0B | 0.24% | |
| 91 | ICSHISHARES TR | 116,752 | $5.9B | 0.24% | |
| 92 | MMM3M CO | 38,830 | $5.9B | 0.24% | |
| 93 | MOALTRIA GROUP INC | 100,324 | $5.9B | 0.24% | |
| 94 | DFACDIMENSIONAL ETF TRUST | 159,276 | $5.7B | 0.23% | |
| 95 | SLVISHARES SILVER TR | 171,728 | $5.6B | 0.23% | |
| 96 | IJRISHARES TR | 51,054 | $5.6B | 0.23% | |
| 97 | QCOMQUALCOMM INC | 34,605 | $5.5B | 0.22% | |
| 98 | APHAMPHENOL CORP NEW | 55,068 | $5.4B | 0.22% | |
| 99 | UBERUBER TECHNOLOGIES INC | 56,856 | $5.3B | 0.22% | |
| 100 | IJSISHARES TR | 53,282 | $5.3B | 0.22% |
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